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Aufman Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aufman Associates’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$583K Sell
3,931
-14
-0.4% -$1.92K 0.23% 30
2026
Q1 		$490K Buy
3,945
+4
+0.1% +$508 0.24% 32
2025
Q4 		$474K Buy
3,941
+10
+0.3% +$1.2K 0.24% 32
2025
Q3 		$467K Buy
3,931
+8
+0.2% +$920 0.26% 33
2025
Q2 		$429K Buy
3,923
+8
+0.2% +$827 0.26% 36
2025
Q1 		$409K Buy
3,915
+7
+0.2% +$790 0.28% 33
2024
Q4 		$450K Buy
3,908
+22
+0.6% +$2.63K 0.3% 31
2024
Q3 		$455K Buy
3,886
+9
+0.2% +$1.02K 0.29% 31
2024
Q2 		$413K Buy
3,877
+8
+0.2% +$856 0.29% 27
2024
Q1 		$428K Buy
3,869
+7
+0.2% +$743 0.3% 27
2023
Q4 		$418K Sell
3,862
-125
-3% -$12K 0.32% 25
2023
Q3 		$376K Hold
3,987
– – 0.32% 26
2023
Q2 		$397K Buy
3,987
+8
+0.2% +$762 0.33% 26
2023
Q1 		$385K Hold
3,979
– – 0.33% 27
2022
Q4 		$377K Buy
+3,979
New +$382K 0.35% 24

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aufman Associates's IJR Position: Q2 2026 in Review

Aufman Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.35% in Q2 2026, selling an estimated $1.92K and leaving 3,931 shares worth $583K. The position accounts for 0.23% of the portfolio, ranked #30.

Aufman Associates first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Aufman Associates held 3,931 shares of iShares Core S&P Small-Cap ETF worth $583K as of Q2 2026.
  • Aufman Associates sold 14 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.92K.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Aufman Associates's portfolio in Q2 2026, its #30 holding.
  • Aufman Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.